Credit notes are necessary when a payment needs to be refunded to a customer in whole or in part, for example due to an incorrect invoice or a cancellation.

In Moder, a credit note can be created easily based on the original invoice, but it is important to note that the actual refund must be made directly through the payment service provider, such as Paytrail or Stripe, or via bank transfer.

Creating a Credit Note

You can easily create a credit note in Moder by opening the desired invoice to which the credit or partial credit is made, and clicking the top right "Create credit note"-button. You can edit the credit note as needed before saving.

Paytrail or Stripe Payment Refund

Please note that you cannot issue a refund to the traveler from Moder. If the traveler paid through Paytrail, the refund must be made from the Paytrail merchant portal. If you are using Stripe, the refund must be made through Stripe's portal.

Open invoice from reservation

Go to the reservation whose payment has been refunded and open the original invoice. Alternatively, you can find the invoice from the invoices list.

Create credit note

Click the "Create credit note" button. All the lines of the original invoice will be automatically generated for the credit note as negative entries.

Uncheck the "Payment link" option so that the system does not send a payment link to the customer.

Save credit note

Check the information and save the credit note.

All lines of the invoice are recorded with minus signs, ensuring that the credit appears correctly in the accounting.

Credit note payment entry

Also remember to record a minus-signed payment method in the credit invoice, so that your credit invoice registers correctly on the reports - otherwise it will disappear from them properly.

Handling the booking after refund

After issuing a credit invoice and processing the refund, it is important to update the booking itself to ensure reports and sales data remain accurate.

In the case of a full refund: Cancel the reservation after you have created the credit invoice and marked it as paid. Note that once the booking is canceled, previous invoices can no longer be reattached to the bookings.

In the case of a partial refund: Adjust the reservation price to reflect the remaining revenue (the amount left after the refund).